Privacy Policy

Effective date: September 5, 2026

Information we collect

When you use our contact form or request a downloadable guide, we collect the information you choose to provide, which may include your name, email address, phone number, company, industry, company location, preferred contact method, the reason for your inquiry, your message, the page that led to a guide request, and whether you chose to receive occasional educational follow-up.

Our website and hosting provider may also process limited technical information needed to operate and secure the site, such as your IP address, browser and device information, requested pages, timestamps, session information, and security or error logs.

How we use information

We use the information we receive to deliver requested resources, respond to inquiries, understand potential business transitions, acquisition opportunities, growth partnerships, and professional referrals, operate and secure the website, prevent misuse, maintain records of our communications, and comply with applicable legal obligations. We send ongoing educational or marketing messages only when you affirmatively choose to receive them.

How information may be shared

We may share information with service providers that help us host the website, deliver email, maintain security, or provide other necessary business support. We may also share information with professional advisors when appropriate and authorized, or when disclosure is required by law or reasonably necessary to protect legal rights and safety.

We do not sell or rent personal information. We will not contact your employees, customers, vendors, or other parties about your inquiry without your permission.

Cookies and essential site functions

The website may use cookies or similar browser storage that are necessary for functions such as session management, form security, and abuse prevention. We may also use Google Analytics to understand aggregate website use, including pages viewed, referring pages, general device and browser characteristics, approximate geography, and selected interactions. We do not intentionally send contact-form contents, email addresses, phone numbers, or private guide-download tokens to Google Analytics, and we do not use the website for behavioral advertising.

How long we keep information

We retain lead and inquiry information only for as long as reasonably necessary for the purposes described in this policy, including responding to an inquiry, maintaining appropriate business records, resolving disputes, enforcing agreements, and meeting legal obligations. Temporary guide-download authorizations expire after 24 hours and may be deleted after expiration. Retention periods for lead records may vary depending on the nature of the relationship and communication.

Security

We use reasonable administrative and technical safeguards intended to protect information. No website, email transmission, or electronic storage system can be guaranteed to be completely secure, so please avoid sending highly sensitive information through the contact form.

Your choices

You may choose not to provide optional information. Requesting a guide does not require consent to ongoing marketing messages. If you opt in, you may withdraw that consent at any time by contacting us. You may also contact us to ask about, correct, or request deletion of personal information you previously submitted. We may retain information when reasonably necessary for legal, security, or legitimate business purposes.

Third-party websites

This website may link to websites operated by others. Their privacy practices are governed by their own policies, and Wasatch Legacy Group is not responsible for those practices.

Children’s privacy

This website is intended for business owners and professionals and is not directed to children under 13. We do not knowingly collect personal information from children under 13 through this website.

Changes to this policy

We may update this policy as our website, services, or legal obligations change. The effective date above will identify the latest version.

Contact us

For privacy questions or requests, contact Nisha Riggs at nisha@wasatchlegacygroup.com or 801-869-0147.